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RRIFs, RSPs & Insurance Investments in Estate Planning

There are many things to take into consideration when estate planning for your clients. One area which can be particularly tricky is how to account for registered financial investments like RSPs and RRIFs. Many of us aren't fully apprised of how each of these investments works and the tax consequences on death, which makes it challenging to advise clients appropriately.

In this video from the Middlesex Law Association, Lou-Anne Farrell and Ryan Fraser review these financial investments, and present tips, strategies and issues (and even some horror stories) on Registered Investments from the perspectives of both an estate litigator and a financial advisor!

What is your take?

What was your biggest takeaway from this content? Do you feel you have a better grasp of how to account for these types of investments when estate planning for your clients? Anything else in this area that you have learned from experience? Feel free to contact me and share your opinion or knowledge.

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